Darren Cooney

DipPFS

Training & Competence Manager

Darren Cooney

Career Profile

Darren joined Active in August 2017 in a new role created to reflect Active’s growth.  Darren’s time is spent managing Active’s training & competence but also working as part of the paraplanning team.

Beginning his career in Financial Services in 1987, Darren has spent 30 years working for Insurance companies and Independent Financial Advisers in various roles including sales, sales management, compliance and paraplanning.

Key Services

As Paraplanner, Darren’s duties include assisting Active’s team of financial advisers with their research and compiling clients’ suitability reports.

As Training & Competence Manager, Darren is responsible for keeping Active’s compliance policies in place, whilst keeping updated with changes to these areas and conducting file checks.

Darren also observes client meetings, ensuring continuous adherence to Active’s high standards and supporting colleagues by continuous training, whilst maintaining working practices and knowledge.

Qualifications

– Award in Pensions Update

– Diploma in Financial Planning

– Certificate in Paraplanning

– Certificate in Life & Pensions

– Certificate in Mortgage Advice

– Financial Planning Certificate

Get in Touch

If you would like to find out more about how we can help you, please give us a call or drop us an email.

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Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

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